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Vanguard S&p 500 Etf idx shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 582 537.49
2024-06-30 $1.9M 3.8k 500.16
2024-03-31 $1.7M 3.6k 480.73
2023-12-31 $1.6M 3.6k 436.84
2023-09-30 $1.6M 4.0k 407.31
2023-06-30 $1.6M 3.9k 407.26
2023-03-31 $1.7M 4.5k 376.06
2022-12-31 $1.7M 4.7k 351.36
2022-09-30 $1.4M 4.4k 328.35
2022-06-30 $1.5M 4.3k 350.50
2022-03-31 $2.0M 4.7k 415.09
2021-12-31 $1.7M 3.8k 436.61
2021-09-30 $1.4M 3.7k 394.30
2021-06-30 $1.3M 3.3k 393.50
2021-03-31 $679k 1.9k 364.08
2020-12-31 $657k 1.9k 343.44
2020-09-30 $656k 2.1k 307.69
2020-06-30 $791k 2.8k 283.41
2020-03-31 $428k 1.8k 236.99
2019-12-31 $678k 2.3k 288.41
2019-09-30 $684k 2.5k 269.23
2019-06-30 $1.3M 2.6k 500.00
2019-03-31 $576k 1.2k 500.00